Undergrad Intern – Fiduciary Trust Portfolio Management

Franklin Templeton • New York, NY

21d • Onsite

About The Position

At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management and fintech, offering many ways to help investors make progress toward their goals. Talented teams working around the globe bring expertise that’s both broad and unique. And our welcoming, respectful and inclusive culture provides opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! 2026 Undergraduate Summer Intern – Job Posting Department Title: Undergrad Intern – Fiduciary Trust Portfolio Management Please read before applying: Start Date: All interns must start in office and in person on June 8, 2026. Anticipated End Date: August 14, 2026 – All interns must be in office and in person on their last day to return equipment. Interns must be located in the same location throughout the duration of their internship and are prohibited from returning laptop/equipment to a different office location or shipping their equipment back. Position Summary: Management and investment of client portfolios according to their asset allocation and investment strategies. This involves research, trading, reporting, portfolio analysis and provides for a broad understanding of various asset classes, investment strategies and investment vehicles as well as key aspects of the wealth management business. This is an opportunity to gain knowledge of broad investment offerings across multi-asset class portfolios, including alternatives and 3rd Party Investment Managers, while also learning how various investment strategies impact client portfolios. The Portfolio Management team is instrumental to the success of client goals by focusing on Investments as well as client relationships. Team Culture: The Portfolio Management teams work across various asset classes and investment vehicles, allowing for a broad scope of learning and development. The team collaborates with Investment Strategy, Asset Allocation, Research, Asset Class Teams, and others. An intern in this department can expect to learn: Develop and gain an understanding of building a portfolio to meet client objectives. Understand what and how the components of an Investment Policy Statement come together. Also, learn how trust and tax implications impact portfolio construction and investment decisions.

Requirements

• Finance background
• Strong organizational/communication skills
• Experience with MS Office specifically excel and PowerPoint

Responsibilities

• An Intern on the PM Team will be partnering with key stakeholders across investment disciplines on creating and sharing best practices across the organization by understanding, assessing and improving internal communications and business processes.

What This Job Offers

• Job Type: Full-time
• Career Level: Intern
• Education Level: No Education Listed